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Arkadios Wealth Advisors’s Philip Morris PM Stock Holding History

Arkadios Wealth Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1M Buy
60,787
+7,852
+15% +$1.36M 0.16% 142
2025
Q4 		$8.49M Buy
52,935
+4,630
+10% +$717K 0.16% 140
2025
Q3 		$7.83M Buy
48,305
+5,912
+14% +$995K 0.19% 120
2025
Q2 		$7.72M Buy
42,393
+15,667
+59% +$2.69M 0.23% 99
2025
Q1 		$4.24M Buy
26,726
+2,104
+9% +$298K 0.16% 144
2024
Q4 		$2.96M Sell
24,622
-127
-0.5% -$16K 0.16% 132
2024
Q3 		$3M Sell
24,749
-2,029
-8% -$236K 0.17% 124
2024
Q2 		$2.71M Sell
26,778
-8,421
-24% -$823K 0.18% 119
2024
Q1 		$3.22M Buy
35,199
+398
+1% +$36.7K 0.25% 93
2023
Q4 		$3.27M Sell
34,801
-150
-0.4% -$13.8K 0.28% 88
2023
Q3 		$3.24M Buy
34,951
+13,851
+66% +$1.33M 0.31% 76
2023
Q2 		$2.06M Buy
21,100
+1,188
+6% +$114K 0.24% 103
2023
Q1 		$1.94M Sell
19,912
-275
-1% -$27.4K 0.23% 117
2022
Q4 		$2.04M Buy
20,187
+2,988
+17% +$282K 0.27% 103
2022
Q3 		$1.43M Buy
17,199
+1,862
+12% +$178K 0.22% 124
2022
Q2 		$1.51M Buy
15,337
+734
+5% +$74.8K 0.23% 125
2022
Q1 		$1.37M Buy
14,603
+1,800
+14% +$180K 0.18% 140
2021
Q4 		$1.22M Sell
12,803
-8,436
-40% -$788K 0.16% 148
2021
Q3 		$2.01M Sell
21,239
-3,444
-14% -$346K 0.29% 90
2021
Q2 		$2.45M Buy
24,683
+4,356
+21% +$418K 0.3% 91
2021
Q1 		$1.8M Buy
20,327
+16,097
+381% +$1.37M 0.3% 86
2020
Q4 		$350K Buy
4,230
+1,491
+54% +$116K 0.07% 237
2020
Q3 		$217K Sell
2,739
-284
-9% -$21.9K 0.11% 163
2020
Q2 		$225K Buy
3,023
+145
+5% +$10.6K 0.12% 146
2020
Q1 		$210K Buy
2,878
+363
+14% +$29.9K 0.13% 143
2019
Q4 		$223K Buy
+2,515
New +$207K 0.13% 141

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's PM Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Philip Morris (PM) stake by 15% in Q1 2026, buying an estimated $1.36M and bringing the position to 60,787 shares worth $10.1M. The position accounts for 0.16% of the portfolio, ranked #142.

Arkadios Wealth Advisors first reported a position in PM in Q4 2019 and has held it in 26 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Arkadios Wealth Advisors held 60,787 shares of Philip Morris worth $10.1M as of Q1 2026.
  • Arkadios Wealth Advisors bought 7,852 Philip Morris shares in Q1 2026, an estimated $1.36M.
  • Philip Morris made up 0.16% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #142 holding.
  • Arkadios Wealth Advisors first reported a position in Philip Morris in Q4 2019 and has held it in 26 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.